The pandemic has created tremendous disruption on many levels causing dramatic changes in how we work, communicate, travel and manage risk. Our reliance and integration of technology has created data security risks across the office and family. Talent is on the move, and it remains difficult to find and retain critical employees, and where and how they work has forever changed. The regulatory and tax landscape is rapidly shifting, causing a renewed focus on longer term planning and structural changes in the office.
Resource Search
Family office technology continues to grow at an exponential rate. While the new technologies are exciting, many family offices are still dealing in old data methods. The technologies of the early aughts are no longer sufficient for future client demands but changing them isn’t like changing a light bulb. What challenges and opportunities should you be ready for? Which systems should you evolve first? What do you need to get your data ready for the transformation? What steps can you take to prepare for the family office of the future and better serve your clients?
The 2021 State of the Family Office Industry benchmarking report is the next iteration in FOX’s ongoing research into Family Offices. The FOX Family Office study is intended to empower family leadership and office executives to understand important metrics to measure family office value, identify areas for improvement, and plan for the future of the family office and the entire family enterprise.
The decision to sell your business is a big one, and you’re far from alone if you’re thinking about making this kind of transition. In this webcast, learn how to determine the right time to sell, the next steps once you decide to make that transition, and the essential tax considerations to keep in mind.
Being prepared and knowing how to respond to a hurricane or storm makes the difference in minimizing damage and protecting you, your family, and property. Here is a checklist to help guide you on what to do before and during hurricane season.
In the aftermath of a natural disaster, businesses will need to take the important steps to recovery. Here is a checklist to help guide you through that process. For additional tips and guidance on how to prepare for other disasters, see the following:
Before a hurricane or storm hits, plan in advance by having an evacuation “Grab and Go” checklist, with special considerations made for children, infants, and pets. Continue to follow all evacuation orders and allow for enough time to pack and inform family and friends if you need to leave your home.
If you have been ordered to evacuate a storm area, knowing how to respond will help you protect your family and home before and after an evacuation. Learn the important steps to take when local authorities ask you to leave your home.
The wildfire season has caused unprecedented damage across the United States. With drought conditions prevalent across much of the western United States, the wildfire outlook continues above normal wildfire conditions. Learn what you can do to be prepared for it.
In this episode, two industry experts share their thoughts and practical guidance on Directors and Officers insurance (D&O), covering the fundamentals of the protections that D&O insurance coverage provides. They explain how you can be better equipped to negotiate your insurance coverage, especially during the renewal process. They also discuss how trends can impact the D&O coverage, including: event-driven litigation such as cyber breaches; board diversity, and shareholder activism around ESG.